Overview
Tasks can be seen in three ways, and you switch between them at any time:
- List: a dense table, ideal for reviewing many tasks, sorting and applying bulk actions.
- Board (kanban): columns by status (backlog, to do, in progress, in review, done, cancelled). Drag cards between columns to move work forward.
- Calendar: tasks placed by their due date, great for seeing the load per day/week and avoiding deadline pile-ups.
Every view shows the same data β only the way you read and operate it changes.
Prerequisites
- The Tasks module enabled for the account (see the Tasks overview).
- At least one list and a few tasks created so the views have content.
Step by step
- Open Tasks from the sidebar.
- Use the view switcher to choose between list, board and calendar.
- On the board, drag a card to another column to change the task's status.
- On the calendar, find the task by its due date; reschedule by adjusting the deadline.
- On the list, select multiple tasks to apply bulk actions (change status, assignee, label, and so on).
- Use filters to focus on what matters (by assignee, status, priority, list, due date).
Settings & options
- View switcher: toggles list / board / calendar without losing the filters you applied.
- Filters: combine assignee, status, priority, list, labels and due date.
- Bulk actions: in the list view, act on several tasks at once.
- Card indicators: priority, due date, checklist counters, attachments and the blocked and SLA badges appear right on the cards.
Use cases
- Board for the team's daily stand-up: see what's in progress and what's stuck.
- Calendar to plan the week and balance the deadline load.
- List for periodic clean-ups: filter overdue and reassign in bulk.
Tips, limits & best practices
- Keep the board lean: done/cancelled tasks leave the focus of those doing the work.
- On the calendar, set realistic due dates to avoid overloading a single day.
- Filters are your allies β reuse the filter combinations you rely on every day.
- Cards with a blocked badge depend on another task: clear the blocker before chasing progress.
Troubleshooting
- A task doesn't show on the calendar: it probably has no due date.
- The board is missing a column: an active filter may be hiding that status.
- I can't find a task: check whether it's archived or hidden by a filter.